|
1951
|
WealthGarden F.S.
El Segundo,
California
|
$4.11M
|
+$10.2K
|
+15
|
+0.3%
|
|
|
1952
|
Maxele Advisors
Webster Groves,
Missouri
|
$4.11M
|
-$25.8K
|
-38
|
-0.6%
|
|
|
1953
|
Ruggaard & Associates
Hudson,
Ohio
|
$4.09M
|
-$1.16M
|
-1,707
|
-22%
|
|
|
1954
|
Old Mission Investment Co
Traverse City,
Michigan
|
$4.09M
|
-$419K
|
-617
|
-9%
|
|
|
1955
|
Titleist Asset Management
San Antonio,
Texas
|
$4.08M
|
+$212K
|
+312
|
+6%
|
|
|
1956
|
Everhart Financial Group
Dublin,
Ohio
|
$4.08M
|
+$6.79K
|
+10
|
+0.2%
|
|
|
1957
|
R.M. Davis Inc
Portland,
Maine
|
$4.07M
|
-$154K
|
-227
|
-4%
|
|
|
1958
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$4.07M
|
+$3.83M
|
+5,644
|
+1,869%
|
|
|
1959
|
Fullerton Fund Management
Singapore
|
$4.06M
|
-$329K
|
-484
|
-8%
|
|
|
1960
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$4.03M
|
+$27.8K
|
+41
|
+0.7%
|
|
|
1961
|
BCS Wealth Management
Johnson City,
Tennessee
|
$4.03M
|
+$3.15M
|
+4,638
|
+372%
|
|
|
1962
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.03M
|
+$78.1K
|
+115
|
+2%
|
|
|
1963
|
Private Wealth Partners
Mill Valley,
California
|
$4.03M
|
-$1.78M
|
-2,627
|
-31%
|
|
|
1964
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$4.03M
|
+$346K
|
+509
|
+9%
|
|
|
1965
|
Eagle Bay Advisors
New York
|
$4.03M
|
-$593K
|
-874
|
-13%
|
|
|
1966
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$4.02M
|
-$272K
|
-400
|
-6%
|
|
|
1967
|
First Business Financial Services
Madison,
Wisconsin
|
$4.02M
|
–
|
–
|
–
|
|
|
1968
|
Equitable Trust
Nashville,
Tennessee
|
$4M
|
-$223K
|
-329
|
-5%
|
|
|
1969
|
Legacy Financial Advisors
Covington,
Kentucky
|
$3.99M
|
-$79.4K
|
-117
|
-2%
|
|
|
1970
|
Leeward Financial Partners
Bellevue,
Washington
|
$3.98M
|
-$48.2K
|
-71
|
-1%
|
|
|
1971
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.98M
|
+$780K
|
+1,149
|
+25%
|
|
|
1972
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$3.97M
|
+$36K
|
+53
|
+0.9%
|
|
|
1973
|
Paulson Wealth Management
Wheaton,
Illinois
|
$3.97M
|
-$156K
|
-230
|
-4%
|
|
|
1974
|
Alaethes Wealth
Glenbrook,
Nevada
|
$3.97M
|
+$297K
|
+438
|
+8%
|
|
|
1975
|
Old Port Advisors
Portland,
Maine
|
$3.97M
|
-$1.28M
|
-1,886
|
-25%
|
|
